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StocksMedium•20 April 2026•

1 min read

Eaton Expands into AI Liquid Cooling as Backlog Hits $13.3 Billion

Key Facts

1Eaton established a dedicated Data Center segment following the acquisition of Boyd’s thermal business.

2The company holds a $13.3 billion backlog with projected annual EPS growth of 13-15% through 2027.

Eaton Corporation is pivoting its strategic focus toward becoming a dominant provider of integrated power and liquid cooling solutions for AI-driven data centers. Following the acquisition of Boyd’s thermal business, the company has established a dedicated Data Center segment to capture the growing demand for advanced infrastructure. This shift is driven by the fact that modern AI chips now exceed 1,000W in power consumption, rendering traditional air cooling systems obsolete. Eaton currently boasts a robust $13.3 billion backlog, with projected annual earnings per share (EPS) growth of 13-15% through 2027. Analysts view this transition as a significant re-rating of the company from a traditional industrial firm to a high-growth tech infrastructure powerhouse.